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Palo Alto Networks

2,291 hedge funds and large institutions have $94.3B invested in Palo Alto Networks in 2024 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 952 increasing their positions, 724 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 92

31% more repeat investments, than reductions

Existing positions increased: 952 | Existing positions reduced: 724

18% more funds holding in top 10

Funds holding in top 10: 6172 (+11)

11% more funds holding

Funds holding: 2,0652,291 (+226)

11% more capital invested

Capital invested by funds: $85.1B → $94.3B (+$9.27B)

50% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $7.94B

76.9% less ownership

Funds ownership: 154.79%77.89% (-77%)

Holders
2,291
Holders Change
+226
Holders Change %
+10.94%
% of All Funds
30.18%
Holding in Top 10
72
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+18.03%
% of All Funds
0.95%
New
355
Increased
952
Reduced
724
Closed
92
Calls
$3.95B
Puts
$7.94B
Net Calls
-$3.99B
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1651
Kaizen Financial Strategies
California
$400K +$113K +600 +38%
CC
1652
Constitution Capital
Connecticut
$400K +$416K +2,200 New
CWA
1653
Cura Wealth Advisors
Illinois
$400K +$416K +2,200 New
FAM
1654
Flaharty Asset Management
Florida
$399K +$103K +544 +33%
HFS
1655
Howard Financial Services
Texas
$398K +$23.4K +124 +6%
PFS
1656
Physicians Financial Services
North Carolina
$398K +$19.6K +104 +5%
AA
1657
Alta Advisers
United Kingdom
$397K +$72.5K +384 +21%
AC
1658
ASB Consultores
Florida
$397K +$4.53K +24 +1%
WJWM
1659
Williams Jones Wealth Management
New York
$397K +$40K +212 +11%
CWM
1660
Cornerstone Wealth Management
Missouri
$395K +$23.4K +124 +6%
LAM
1661
Lewis Asset Management
California
$394K +$378 +2 +0.1%
NWM
1662
Nova Wealth Management
Florida
$394K +$409K +2,164 New
ZIG
1663
Zullo Investment Group
Pennsylvania
$393K -$20.8K -110 -5%
PIWA
1664
Prevail Innovative Wealth Advisors
Kansas
$392K -$151K -800 -27%
TPCW
1665
TD Private Client Wealth
New York
$391K +$11.1K +59 +3%
AF
1666
Apexium Financial
Texas
$391K +$11.7K +62 +3%
MEAC
1667
M.E. Allison & Co
Texas
$390K +$405K +2,142 New
CA
1668
Crewe Advisors
Utah
$389K -$378 -2 -0.1%
1WA
1669
180 Wealth Advisors
Washington
$387K +$101K +537 +34%
PIA
1670
Prakash Investment Advisors
Massachusetts
$386K +$401K +2,124 New
MCM
1671
McDonough Capital Management
Florida
$386K +$400K +2,120 New
MWM
1672
Mindset Wealth Management
Indiana
$384K +$75.6K +400 +23%
WE
1673
Wealth Effects
Massachusetts
$381K -$2.65K -14 -0.7%
LFA
1674
Legacy Financial Advisors
Kentucky
$381K +$12.8K +68 +3%
WP
1675
WMS Partners
Maryland
$380K +$59.3K +314 +18%

PANW Hedge Fund Activity: Q4 2024 in Review

2,291 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2024, worth a combined $94.3B — up 11% from $85.1B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new PANW positions and 92 closed out — a net gain of 263 holders — while 952 added to existing stakes and 724 trimmed.

The largest buyer was BlackRock, adding an estimated $396M. The largest seller was International Assets Investment Management, cutting an estimated $1.23B.

  • 2,291 institutional investors held Palo Alto Networks (PANW) as of Q4 2024, up from 2,065 in Q3 2024.
  • Funds reported $94.3B of Palo Alto Networks stock for Q4 2024, up 11% quarter-over-quarter.
  • 355 funds opened new Palo Alto Networks positions in Q4 2024 and 92 closed out, a net change of +263 holders.
  • The largest Palo Alto Networks buyer in Q4 2024 was BlackRock, an estimated $396M added.
  • The largest Palo Alto Networks seller in Q4 2024 was International Assets Investment Management, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2024.